Core Insights - RoboSense has secured exclusive contracts with a North American electric vehicle company and Europe's largest automotive company for over 500,000 units of high-performance digital lidar for new vehicle models, indicating a deepening partnership [2][2][2] Group 1: Business Developments - The partnership with the North American electric vehicle company marks a significant milestone, as RoboSense's lidar technology has already supported multiple models for mass production [2] - The collaboration with Europe's largest automotive company involves several joint ventures in China, with production set to begin in 2026 [2] Group 2: Financial Performance - In Q2 2025, RoboSense reported revenue of approximately 460 million yuan, reflecting a year-on-year growth of 24.4% and a quarter-on-quarter increase of 38.9% [2] - The robotics segment experienced explosive growth, with product revenue reaching about 150 million yuan, a quarter-on-quarter increase of 100.7%, and sales volume soaring to approximately 34,400 units, marking a year-on-year increase of 631.9% [2] Group 3: Product Innovation - RoboSense has developed a digital product matrix centered around the E platform and EM platform through self-researched chip technology, showcasing strong and leading digital product capabilities [2] - The company's gross profit margin improved from 12.3% in Q1 2024 to 27.7% in Q2 2025, demonstrating continuous improvement in profitability and operational efficiency over six consecutive quarters [2]
2天100万台！速腾聚创又获新订单